See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,722 | $106,515-54.3% | $96,683-49.6% | $139,434-65.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 13.99% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $857 | $4,103-79.1% | $3,737-77.1% | $4,751-82.0% |
| Participant deferral / active EE | $1,041 | $5,454-80.9% | $4,878-78.7% | $6,710-84.5% |
| Admin fee / account holder | $104 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |